- Finexio (Orlando, FL)
- …and technology so much so they are also customers and partners. The Client Operations Associate is responsible for delivering extraordinary customer experience ... Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover,...professional and timely manner. It is expected that the Client Operations Associate will be able to… more
- JPMorgan Chase (Tampa, FL)
- Join the Commercial & Investment Banking Finance & Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service ... As a Capacity Planning Analyst within the Commercial & Investment Bank, you will advance the business analysis and...opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions. + Develop a deep… more
- Charles Schwab (Orlando, FL)
- **Your opportunity** As a **International Client Service Associate ** , you will service international (non-US residents) and domestic clients with all a full ... working with clients through phone/chats/emails. . Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone. .… more
- JPMorgan Chase (Tampa, FL)
- …serve international clients? This could be the role for you! As a Latin America Client Service Account Manager within the Payments team, you will serve the top Tier ... proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... issues will be owned end to end by the associate and will be treated with a closed loop...suggestions on process improvement. + Responsible for responding to client requests for investment products, referring clients… more
- JPMorgan Chase (West Palm Beach, FL)
- …and New Delhi. The investment program includes primary, secondary, and co- investment opportunities. **Job Summary** As an Associate within the PEG's West ... **Intro marketing language** The Private Equity Group ("PEG") of JP Morgan Investment Management Inc. is one of the longest-standing global private equity programs… more
- M&T Bank (Naples, FL)
- …Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal ... provide support in the identification and expansion of business and ensure client satisfaction. As skills and knowledge build, this position has increased… more
- Regions Bank (Clearwater, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Associate Wealth Advisor, through the mentorship of a senior advisor, will build ... to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking...Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned… more
- Edward Jones (Tarpon Springs, FL)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial...looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be… more
- Acxiom (Tallahassee, FL)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. The ... responsible for their satisfaction and future growth. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product(s) being… more